Before you begin
- Use a live listing with the correct property, rent and available date.
- Have a staff member available to review and host requested appointments.
- Review the prospect’s note and contact details before confirming a requested time.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
Keep visitor notes, contact information and appointment status together.
What the workflow coordinates
The public interface offers date/time selection and required-field prompts; the office interface groups viewing records and offers assignment and confirmation.
What people review
People check availability, read the prospect’s context, assign a host and confirm or follow up appropriately.
Open the intended public listing
Find the live advert in Listings or the unit’s Leasing tab and use its public-page link. Confirm the title and property details before sharing the link or explaining the booking journey to a prospect.
The link belongs to the intended live unit listing.
The link belongs to the intended live unit listing.
Choose a date and time
On the public page, choose one of the displayed dates and then a time slot. Treat the selection as a request until the office has reviewed its status, because the internal list distinguishes Requested from Scheduled viewings.
A specific date and time have been selected for the request.
A specific date and time have been selected for the request.
Complete the request details
Enter first name, last name, email and a mobile number with country code, adding a useful message when needed. Read the privacy notice and the required agreement about arranging this viewing, keeping the separate optional similar-homes choice distinct.
Required contact and privacy fields are complete without assuming optional marketing agreement.
Required contact and privacy fields are complete without assuming optional marketing agreement.
Review the request in the office
Open Viewings and select Upcoming, then use the status filter when you need to focus on requests. Read the prospect’s message, unit and contact details before choosing the staff member responsible for the appointment.
The request has been reviewed against its unit, time and assigned host.
The request has been reviewed against its unit, time and assigned host.
Confirm the appointment deliberately
For a Requested row, choose the responsible staff member and use Confirm after checking availability. Recheck the resulting status instead of assuming that opening the request or selecting a staff name has confirmed it.
The appointment’s current status is clear to the person arranging it.
The appointment’s current status is clear to the person arranging it.
Check the wider schedule and unit context
Review Office calendar for the host’s other work and the unit’s Leasing tab for related viewing history. Keep any necessary follow-up connected to the viewing or applicant rather than relying on a separate personal note.
The team knows who is hosting and where the appointment fits in the day.
The team knows who is hosting and where the appointment fits in the day.
What you should have at the end
A viewing request can be reviewed, assigned and taken through the visible confirmation route, with its prospect and unit context retained.
Demonstration notes and availability
- Reviewed against the official demo at demo.estatereal.io. Screenshots are native 3× captures in English/light mode. Preset records and enabled functions can change.
- This review followed navigation, record tabs and unsaved forms. It did not submit payments, signatures, invitations, messages or irreversible record changes.
Useful answers
Is a requested viewing already confirmed?+
The internal list shows Requested and Scheduled as different states, and a Requested row has a Confirm action. Check the row’s current state rather than treating a selected slot as a final appointment.
Does the prospect have to agree to future marketing?+
The form shows future similar-home messages as optional. It separately requires acknowledgement of the privacy notice and use of details to arrange the viewing.